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Disclosery

IBMS ISHARES TR

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IBONDS DEC 2030 (fund)

70 managers (70 13F filers) reported a position in IBMS shares at 2025-09-30, 4,095,082 shares in all. 18 filers opened a position and 7 filers sold out during the quarter.

Managers
70
13F filers
70
New
18
Added
35
Reduced
5
Sold out
7
Shares held by filers
4,095,082

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MERCER GLOBAL ADVISORS INC /ADV788,303$20.6M0.03%+154,27413F-HRTimeline
Clearstead Advisors, LLC433,557$11.3M0.16%new13F-HRTimeline
Vishria Bird Financial Group, LLC399,566$10.4M2.04%+383,68713F-HRTimeline
HighTower Advisors, LLC236,368$6.16M0.01%+175,95813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\217,647$5.68M0.01%+39,36613F-HRTimelineGroup
Summit Financial, LLC128,653$3.36M0.05%new13F-HRTimeline
Praetorian Wealth Management, Inc.123,175$3.21M0.66%+9,86613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC122,825$3.2M0.04%+19,80513F-HRTimeline
NESTEGG ADVISORS, INC.116,931$3.05M2.71%-4,29713F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC114,671$2.99M0.91%+29,13513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC110,333$2.88M0.18%+50,15913F-HRTimeline
Quantum Financial Advisors, LLC108,294$2.82M0.34%+34,06213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC100,096$2.61M0.04%+51,12813F-HRTimeline
CENTRAL TRUST Co98,580$2.57M0.05%+4,88913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81,191$2.12M<0.01%+30,23113F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50,918$1.33M0.03%+44913F-HRTimelineGroup
Elequin Capital, LP48,261$1.26M0.11%+8,57013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,087$1.12M0.01%+10,98313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC37,637$982K<0.01%new13F-HRTimelineGroup
Aspen Wealth Management LLC34,537$901K0.2%new13F-HRTimeline
GC Wealth Management RIA, LLC34,163$891K0.03%+4,26413F-HRTimeline
Sound View Wealth Advisors Group, LLC31,754$828K0.06%+1,51013F-HRTimeline
Capital Investment Advisors, LLC31,654$826K0.01%+88313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,562$823K<0.01%+20,96313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,202$814K<0.01%-561,29913F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.31,016$809K0.17%013F-HRTimeline
Orion Porfolio Solutions, LLC30,420$793K0.01%new13F-HRTimeline
Cetera Investment Advisers29,657$773K<0.01%-1,70213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,133$760K<0.01%+7,28513F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.29,115$759K0.03%+9,01013F-HRTimeline
Valmark Advisers, Inc.26,273$685K0.01%+2,37313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…25,819$673K<0.01%+11,53813F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC22,954$599K0.26%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC21,230$554K<0.01%new13F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC17,850$466K0.11%+7,85013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,810$464K<0.01%+1313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,304$399K<0.01%+2,83713F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…13,998$365K0.23%013F-HRTimeline
Signature Wealth Management Group13,700$357K0.14%-7213F-HRTimeline
Parallel Advisors, LLC12,870$336K0.01%+9,37013F-HRTimeline
Crews Bank & Trust12,860$335K0.05%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB12,097$315K0.01%-2,01813F-HRTimeline
LPL Financial LLC11,801$308K<0.01%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,431$298K0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,279$294K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC11,173$291K0.01%+1,03113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC11,155$291K0.02%new13F-HRTimeline
Financial Engines Advisors L.L.C.10,712$279K<0.01%new13F-HRTimeline
Archford Capital Strategies, LLC10,617$277K0.03%+6213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV10,212$266K0.08%+1313F-HRTimeline
Segment Wealth Management, LLC9,490$247K0.01%013F-HRTimeline
Private Advisor Group, LLC9,270$242K<0.01%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.9,000$235K0.13%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…8,750$228K0.07%+75013F-HRTimeline
Rossmore Private Capital8,436$220K0.02%013F-HRTimeline
FourThought Financial Partners, LLC7,678$200K0.02%new13F-HRTimeline
Physician Wealth Advisors, Inc.6,500$170K0.02%013F-HRTimeline
10Elms LLP5,670$148K0.13%+15013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,134$134K<0.01%+4,13413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,715$97K<0.01%+2,33713F-HRTimelineGroup
IFP Advisors, Inc3,278$85.5K<0.01%013F-HR/ATimeline
Addison Advisors LLC3,180$82.9K0.02%+2,10513F-HRTimeline
Bullock Wealth Management Group1,957$50.9K0.03%new13F-HRTimeline
Global Retirement Partners, LLC1,940$50.6K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,784$46.5K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,561$40.7K<0.01%new13F-HRTimelineGroup
Sarver Vrooman Wealth Advisors1,210$31.6K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.995$26K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.64$1.67K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19$496<0.01%013F-HRTimelineGroup